BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- 最新申報
- 2026/7/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 50
- 較 2024 年第 4 季 −4
- 總值
- $1.92 億
- 較 2024 年第 4 季 +$1,719 萬 (+9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 2,547,252 | $8,403 萬 | 43.7% | +379,735+17.5% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 937,941 | $2,605 萬 | 13.5% | +35,714+4.0% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 271,479 | $1,290 萬 | 6.7% | +11,485+4.4% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 314,051 | $831.0 萬 | 4.3% | +29,793+10.5% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 191,707 | $806.3 萬 | 4.2% | +6,632+3.6% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 156,759 | $722.3 萬 | 3.8% | +23,243+17.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,312 | $635.6 萬 | 3.3% | +1,722+18.0% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 83,097 | $349.9 萬 | 1.8% | −6,304−7.1% | 減碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 121,697 | $289.3 萬 | 1.5% | +12,448+11.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 29,466 | $273.5 萬 | 1.4% | +4,694+18.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,258 | $260.7 萬 | 1.4% | +2,370+18.4% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 50,998 | $248.7 萬 | 1.3% | +7,784+18.0% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 40,140 | $236.6 萬 | 1.2% | +3,307+9.0% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 22,823 | $228.2 萬 | 1.2% | +3,217+16.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 21,507 | $201.7 萬 | 1.0% | +2,826+15.1% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,039 | $153.2 萬 | 0.8% | +1,312+19.5% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 23,968 | $125.5 萬 | 0.7% | +2,713+12.8% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 20,950 | $115.4 萬 | 0.6% | +3,266+18.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,972 | $104.2 萬 | 0.5% | +31+0.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 6,228 | $87.5 萬 | 0.5% | +1,001+19.2% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,959 | $81.5 萬 | 0.4% | +1,230+15.9% | 加碼 | – |
| BAXBaxter International Inc | Stock | 21,720 | $74.3 萬 | 0.4% | +1,683+8.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,309 | $73.5 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 10,145 | $68.7 萬 | 0.4% | −438−4.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,046 | $64.8 萬 | 0.3% | −467−4.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,521 | $60.0 萬 | 0.3% | +14+0.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,995 | $58.1 萬 | 0.3% | +10+0.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,002 | $54.0 萬 | 0.3% | +1,493+17.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,129 | $52.9 萬 | 0.3% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 4,330 | $51.5 萬 | 0.3% | +4,330 | 新進 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,393 | $48.2 萬 | 0.3% | +5+0.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,230 | $45.1 萬 | 0.2% | −766−25.6% | 減碼 | – |
| GEGeneral Electric Co | Stock | 2,094 | $41.9 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,211 | $39.1 萬 | 0.2% | +10+0.3% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,353 | $35.5 萬 | 0.2% | +13+0.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,225 | $33.7 萬 | 0.2% | +3+0.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,048 | $32.5 萬 | 0.2% | +7+0.3% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,571 | $32.4 萬 | 0.2% | +488+15.8% | 加碼 | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,879 | $31.9 萬 | 0.2% | +14+0.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,995 | $30.9 萬 | 0.2% | +20+0.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,830 | $30.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,438 | $30.3 萬 | 0.2% | +1+0.1% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 3,352 | $28.0 萬 | 0.1% | +119+3.7% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 5,651 | $25.5 萬 | 0.1% | +1,122+24.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,217 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 9,805 | $22.5 萬 | 0.1% | +694+7.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 3,761 | $22.2 萬 | 0.1% | −2,089−35.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,484 | $21.8 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,255 | $20.8 萬 | 0.1% | +1,255 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 829 | $20.3 萬 | 0.1% | +829 | 新進 | 歷史 |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 20,994 | $106.2 萬 | 0.6% | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 11,773 | $47.7 萬 | 0.3% | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 13,733 | $40.1 萬 | 0.2% | – |
| MSFTMicrosoft Corp | Stock | 532 | $22.4 萬 | 0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 893 | $20.8 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 1,231 | $20.5 萬 | 0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,060 | $20.2 萬 | 0.1% | 歷史 |